The AI boom has pushed American stocks to valuations few living investors have seen. Meanwhile, one of Wall Street’s most respected financial historians argues that the money pouring in is itself the…
Gerelyn Terzo A single stock dropped 25% in one week while its backlog swelled to $37.5 billion, and that contradiction reveals exactly where investors stand on debt-funded GPU buildouts right now.
Marvell Technology shed 17% in a single week after one of the strongest runs in the AI trade, and that gap between the selloff and the business fundamentals is exactly what makes…
A crypto executive and former hedge fund manager is calling artificial intelligence the “biggest bubble of our lifetime” and telling investors to stay in. Mike Novogratz, founder and CEO of Galaxy Digital…
A bearish Wall Street call on the chipmaker just came off the board, and chip stocks are rallying alongside it. Intel (NASDAQ:INTC | INTC Price Prediction) stock is up 4% to $93.68…
CoreWeave's GPU empire carries a $104 billion backlog and a debt load that turns every NVIDIA headline into a margin call on its equity. Find out what has to happen before this…
NVIDIA keeps beating earnings forecasts while its stock barely moves, and the reason why reveals a financing arrangement even management admits looks circular. The next two quarters will determine whether the AI…
Alex Sirois CoreWeave's stumble has put a spotlight on how Nvidia and AMD are bankrolling the AI chip boom, and the two approaches carry very different kinds of danger lurking beneath blockbuster revenue numbers.
Thirty-nine years after a single October Monday vaporized trillions and paralyzed markets worldwide, analysts are drawing uncomfortable parallels between 1987 and today's AI-fueled rally, and the math behind a repeat scenario is…
Billions of dollars flow into a Nasdaq-100 fund every week, yet a nearly identical fund from the same company quietly charges less for the exact same stocks. The fee gap looks small…
CoreWeave's three co-founders have cashed out billions since the IPO while telling analysts their conviction in the company has never been stronger, and now the stock sits near its lowest point ever…
Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts…
Martin Shkreli just named three private startups he believes could threaten Nvidia's dominance in AI chips, and his reasoning involves a technology that computes at the speed of light. The catch is…
Apple's first foldable phone sold out before most people finished their morning coffee, and the backlog stretching into late January could quietly reshape two consecutive earnings reports in ways investors may not…
Taiwan just announced plans to criminalize AI chip shipments to China, and the legal gap still open is the only thing standing between three major semiconductor companies and a tighter regulatory net.
